Investment Advisers provide objective investment advice and services to private clients. We are currently seeking an Investment Adviser to join our Broking Desk based in our Tauranga branch. As an Investment Adviser, focussed on the efficient delivery of dedicated broking services, you will provide assistance and class advice to clients and execute client instructions. You will also be expected, where appropriate, to develop target broking clients and to refer clients requiring other CIP services to other advisers.
To be successful in this role you must enjoy working with people and helping them make informed decisions about investing, whilst developing networks and growing opportunities for these areas of the business.
Your background could be varied, from financial services, accounting, legal or other professions where business development, cross selling or up-selling and financial acumen can be demonstrated. Preference will be given to applicants having such attributes and with a proven track record in the financial services industry or those with established AFA and NZX status.
In return, you will have access to arguably the best research available, leading edge services, systems and investment products (including managed services, superannuation, KiwiSaver and PIE funds), a comprehensive internal training and development program, the assurance of being part of an NZX Participant firm, and with your success, the opportunity of equity in the firm.
If you have a passion for financial markets, have the drive, enthusiasm and energy to build relationships and further develop our business, this would be a fantastic career move.